Rise Advisors’s American Financial Group AFG Stock Holding History

Rise Advisors’s Portfolio AFG Stock Details AFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-161	Closed	-$23.4K	–	130
2025 Q3	$23.4K	Buy	161 +1	+0.6%	+$133	0.01%	492
2025 Q2	$20.2K	Buy	160 +19	+13%	+$2.38K	0.01%	533
2025 Q1	$18.5K	Sell	141 -30	-18%	-$3.87K	0.01%	546
2024 Q4	$23.4K	Buy	171 +6	+4%	+$826	0.01%	550
2024 Q3	$22.3K	Buy	165 +1	+0.6%	+$130	0.01%	621
2024 Q2	$20.2K	Hold	164	–	–	0.01%	632
2024 Q1	$22.3K	Buy	+164	New	+$20.4K	0.01%	577
2023 Q2	–	Sell	-14	Closed	-$1.66K	–	680
2023 Q1	$1.66K	Buy	14 +1	+8%	+$132	﹤0.01%	594
2022 Q4	$1.81K	Hold	13	–	–	﹤0.01%	582
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	524
2022 Q2	$2K	Buy	13 +1	+8%	+$141	﹤0.01%	531
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	514
2021 Q4	$1.63K	Buy	+12	New	+$1.65K	﹤0.01%	558

Other funds holding AFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AFGI4KRSP

American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $314M AUM 10.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Rise Advisors's AFG Position: Q4 2025 in Review

Rise Advisors sold out of American Financial Group (AFG) in Q4 2025, closing a stake of 161 shares — an estimated $23.4K sold.

Rise Advisors first reported a position in AFG in Q4 2021 and held it in 13 quarters. The position peaked at $23.4K in Q3 2025. 515 funds tracked by Wall St. Rank hold AFG as of Q4 2025.

Rise Advisors reported no remaining American Financial Group position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 161 American Financial Group shares in Q4 2025, an estimated $23.4K.
Rise Advisors first reported a position in American Financial Group in Q4 2021 and held it in 13 quarters.
Rise Advisors's American Financial Group position peaked at $23.4K in Q3 2025.
515 funds tracked by Wall St. Rank held American Financial Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.